+74.8%
ENTG vs S
+10.1%
+64.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.4% | +5.7% | +6.1% |
| 7D | +2.8% | -7.7% | +10.5% | +4.4% |
| 30D | -4.7% | -5.3% | +0.7% | -3.8% |
| 3M | -0.7% | +20.3% | -21.0% | -3.2% |
| 6M | +7.7% | +47.4% | -39.7% | -1.5% |
| YTD | +65.1% | +32.5% | +32.5% | +56.4% |
| 1Y | +74.8% | +9.5% | +65.3% | +83.7% |
| All | +74.8% | +10.1% | +64.7% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded S wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling